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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| RI | RA | APPROVED | 2018-11-21 |
| TX | RA | APPROVED_RES | 2017-12-19 |
Branch Locations
50 Rowes Wharf 4Th Floor, Boston, MA 02110 • United States
East Greenwich, RI • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citigroup Global Markets Inc | Boston | MA | 03/2008 | 11/2017 |
| Morgan Stanley Smith Barney | Boston | MA | 06/2009 | 11/2017 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 11/2017 |
| Jpmorgan Chase Bank, N.A. | Boston | MA | 11/2017 | Present |
| Jpmorgan Securities, Llc. | Boston | MA | 11/2017 | Present |
Effective 6/15/2018 I will be an employee of both JPMorgan Securities and JPMorgan Bank. JPMorgan Bank offers a broad range of products and services nationwide. As an employee of JPMorgan Bank I will be able to offer certain bank products and services, including deposit and credit products.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-02-03 |
| S63 | Uniform Securities Agent State Law Examination | 1993-05-06 |
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